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Mark Hartviksen
John M. Kimpton, CFP, CLU, TEP, EPC
David Tremblett, CFP, TEP

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

John M. Kimpton, CFP, CLU, TEP, EPC

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Tel: (416) 359-6965


John started in the Financial Planning industry in 1990 shortly after graduating from McMaster University. He has worked both in practice and in leadership roles with some of Canada’s most-recognized insurance organizations, joining
BMO Nesbitt Burns Financial Services Inc. in April of 2007. With over 20 years experience in the Life Insurance and Financial Planning area, John is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter, a Trust and Estates Practitioner and an Elder Planning Consultant. John is a member of Advocis, the CLU Institute, the Financial Planning Standards Council of Canada and the Canadian Initiative for Elder Planning Studies.

With a specialty in planning for owners of private corporations, John has a keen interest in taxation and the role it plays in wealth and estate planning. He joined the firm in full partnership with Steven Smith, Estate & Insurance Advisor, Senior Vice-President in 2007 to work as specialists that create insurance solutions for clients to deliver;
• corporate tax-reduction,
• guaranteed income programs,
• estate liquidity solutions
• legacy maximization,
• wealth transition, and,
• Family estate equalization.